帖子
TBNG_OKX
#30YYieldHits2007High
I think the market is asking the wrong question.
Everyone's talking about higher Treasury yields. The bigger issue is what they mean for everything else. Higher borrowing costs make it harder for companies, governments and even AI projects to raise capital.
This isn't just a bond story. It's a liquidity story. Is the market underestimating the impact?
